About us

We help you answer the difficult questions about your financial future.

As an independent, full-service wealth management firm in Winston-Salem, our Certified Financial Planners™ and Financial Advisors are dedicated to fiduciary duty. By making your success our number one priority, we help you achieve your financial goals through sensible retirement planning individually designed to meet your unique circumstance and stage of life.

How do I minimize taxes?

What’s the best way to save for college?

Should I invest in the stock market?

How do I protect my family if something happens to me?

Is a Traditional or Roth IRA better for me?

When can I retire?

When should I file for Social Security benefits?

How do I maximize Social Security benefits?

How do I generate retirement income?

What’s the best way to pass my assets to my heirs?

What’s the best way to invest the inheritance I just received?

At Maestro Wealth Advisors we focus on building a relationship with you and understanding your current lifestyle and future goals. Because we don’t have products to sell or quotas to meet, we marry your needs with proven strategies that answer all of these questions and more. Our goal is to empower you to live the lifestyle you desire and leave the legacy you envision.

Our Team

M. Craig Moser, CFP®, CRPC®

Craig founded Maestro Wealth Advisors with a vision of providing quality, objective financial advice and a passion for serving his clients. Craig focuses on the pre- and current retirement planning needs of individuals. He has earned the designation Certified Financial Planner™ from the Certified Financial Planner Board of Standards, and Chartered Retirement Planning Counselor™ from the College for Financial Planning to better assist clients as they navigate the intricacies of retirement.

Having been a financial advisor with three of the largest financial services institutions in the industry, Craig believes that education is key to the client-advisor relationship. He is very active as an educator, conducting educational workshops and seminars that focus on retirement planning and investment options. Craig is an Investment Advisor Representative of Retirement Wealth Advisors, Inc., a Registered Investment Advisor, and a Registered Representative with TCM Securities, Inc., Member FINRA/SIPC.

After serving our country in the United States Air Force, he returned to North Carolina and attended Wake Forest University. Craig is fortunate to work alongside his wife, Jennifer, at Maestro Wealth Advisors. They have four children, Matthew, Heather, Cameron, Ian and two grandchildren. When not working, he enjoys target shooting, exercising and reading.

M. Craig Moser, CFP®, CRPC®

Craig founded Maestro Wealth Advisors with a vision of providing quality, objective financial advice and a passion for serving his clients. Craig focuses on the pre- and current retirement planning needs of individuals. He has earned the designation Certified Financial Planner™ from the Certified Financial Planner Board of Standards, and Chartered Retirement Planning Counselor™ from the College for Financial Planning to better assist clients as they navigate the intricacies of retirement.

Having been a financial advisor with three of the largest financial services institutions in the industry, Craig believes that education is key to the client-advisor relationship. He is very active as an educator, conducting educational workshops and seminars that focus on retirement planning and investment options. Craig is an Investment Advisor Representative of Retirement Wealth Advisors, Inc., a Registered Investment Advisor, and a Registered Representative with TCM Securities, Inc., Member FINRA/SIPC.

After serving our country in the United States Air Force, he returned to North Carolina and attended Wake Forest University. Craig is fortunate to work alongside his wife, Jennifer, at Maestro Wealth Advisors. They have four children, Matthew, Heather, Cameron, Ian and two grandchildren. When not working, he enjoys target shooting, exercising and reading.

Jennifer Moser

Practice ManagerLicensed Insurance Professional

Head of client service and practice management needs, Jennifer has direct oversight of our client educational programs, reaching out to clients and the community to provide worthwhile and timely information and client experiences. With 30 years in the financial industry, she has a heart for service and incredible attention to detail.

Born in Fort Bragg, N.C. and raised on a small farm in Kentucky, Jennifer returned to North Carolina to attend Wake Forest University. She then worked full-time at Wachovia Bank and Trust while earning her MBA at UNC-Greensboro’s Bryan School of Business and Economics.

Jennifer and Craig have been fortunate to raise a family together and work side-by-side to build Maestro Wealth Advisors. Beyond work, Jennifer has a passion for her family of four children, Matthew, Heather, Cameron, Ian, and is experiencing the joys of being a grandmother. She also enjoys anything real estate. HGTV is a favorite pastime, as is cooking, running and traveling.

Jennifer Moser

Jennifer Moser

Practice ManagerLicensed Insurance Professional

Head of client service and practice management needs, Jennifer has direct oversight of our client educational programs, reaching out to clients and the community to provide worthwhile and timely information and client experiences. With 30 years in the financial industry, she has a heart for service and incredible attention to detail.

Born in Fort Bragg, N.C. and raised on a small farm in Kentucky, Jennifer returned to North Carolina to attend Wake Forest University. She then worked full-time at Wachovia Bank and Trust while earning her MBA at UNC-Greensboro’s Bryan School of Business and Economics.

Jennifer and Craig have been fortunate to raise a family together and work side-by-side to build Maestro Wealth Advisors. Beyond work, Jennifer has a passion for her family of four children, Matthew, Heather, Cameron, Ian, and is experiencing the joys of being a grandmother. She also enjoys anything real estate. HGTV is a favorite pastime, as is cooking, running and traveling.

Matt Moser, CRPC®

Financial Advisor
Licensed Insurance Professional

Matt Moser joined the Maestro Wealth Advisors family as an Investment Advisor Representative. He helps to orchestrate many behind-the-scenes functions and works side-by-side with Craig and Jennifer to find working solutions that meet our clients’ retirement planning and other needs.

After graduating from the University of North Carolina-Asheville with degrees in English and Business Administration, he pursued his passion for culinary creativity by attending Johnson and Wales University for a degree in Culinary Arts. This eventually led to his relocation to Ningbo, China to open an American bistro. While living in China, he became the Director of Foreign Education for a language education center, developing a Business English curriculum for Chinese business professionals.

Formally a classically trained chef-turned restauranteur, Matt’s accumulation of experience managing hospitality and retail businesses inevitably led to his place at Maestro Wealth Advisors, preparing and implementing strategic plans and building lasting relationships with clients.

Matt is happily married to his wife, Blair, and they have recently welcomed their daughter, Naomi, into the world. He is constantly trying to improve his grasp of Mandarin Chinese, and enjoys collecting rare and collectible books. He also likes to play chess and other games of strategy.

Matt Moser, CRPC®

Matt Moser, CRPC®

Financial Advisor
Licensed Insurance Professional

Matt Moser joined the Maestro Wealth Advisors family as an Investment Advisor Representative. He helps to orchestrate many behind-the-scenes functions and works side-by-side with Craig and Jennifer to find working solutions that meet our clients’ retirement planning and other needs.

After graduating from the University of North Carolina-Asheville with degrees in English and Business Administration, he pursued his passion for culinary creativity by attending Johnson and Wales University for a degree in Culinary Arts. This eventually led to his relocation to Ningbo, China to open an American bistro. While living in China, he became the Director of Foreign Education for a language education center, developing a Business English curriculum for Chinese business professionals.

Formally a classically trained chef-turned restauranteur, Matt’s accumulation of experience managing hospitality and retail businesses inevitably led to his place at Maestro Wealth Advisors, preparing and implementing strategic plans and building lasting relationships with clients.

Matt is happily married to his wife, Blair, and they have recently welcomed their daughter, Naomi, into the world. He is constantly trying to improve his grasp of Mandarin Chinese, and enjoys collecting rare and collectible books. He also likes to play chess and other games of strategy.

Devae Tharpe

Communications Manager

A North Carolina native, Devae is responsible for our internet presence, public relations, and event management. Gaining experience with companies such as Nabisco, Inc. and Talecris Biotherapeutics, she leverages knowledge of print and social media platforms to strengthen client communication and provide learning opportunities.

A graduate of East Carolina University, she received her B.S. in communications with a major in public relations. She also earned a Certificate in Digital Marketing and Media from Duke University. Devae is committed to providing timely and useful information in a fun and creative way.

Outside of the office, Devae is also a stained glass artist who enjoys Celtic festivals, spending time at the North Carolina coast, and anything chocolate. She has a grandson and makes the most of every opportunity to spoil him.

Devae Tharpe

Devae Tharpe

Communications Manager

A North Carolina native, Devae is responsible for our internet presence, public relations, and event management. Gaining experience with companies such as Nabisco, Inc. and Talecris Biotherapeutics, she leverages knowledge of print and social media platforms to strengthen client communication and provide learning opportunities.

A graduate of East Carolina University, she received her B.S. in communications with a major in public relations. She also earned a Certificate in Digital Marketing and Media from Duke University. Devae is committed to providing timely and useful information in a fun and creative way.

Outside of the office, Devae is also a stained glass artist who enjoys Celtic festivals, spending time at the North Carolina coast, and anything chocolate. She has a grandson and makes the most of every opportunity to spoil him.

Terri Brown

Terri Brown

Michael James

Client Service Associate

Michael is our Client Service Associate and your primary point of contact for all service related issues. He’s committed to handling your financial and retirement service needs with excellence and a friendly smile, so that we maintain lasting client relationships.

Born and raised in North Carolina, Michael graduated from South Stokes High School and Forsyth Technical Community College, and then went on to pursue his life and health insurance license. Michael is also a licensed minister and active in his church. When not helping others reach their financial goals, he enjoys spending time with his soon-to-be fiancée, weekend trips to interesting places, shooting, acting, gaming, and all things tech-related.

Michael James

Michael James

Client Service Associate

Michael is our Client Service Associate and your primary point of contact for all service related issues. He’s committed to handling your financial and retirement service needs with excellence and a friendly smile, so that we maintain lasting client relationships.

Born and raised in North Carolina, Michael graduated from South Stokes High School and Forsyth Technical Community College, and then went on to pursue his life and health insurance license. Michael is also a licensed minister and active in his church. When not helping others reach their financial goals, he enjoys spending time with his soon-to-be fiancée, weekend trips to interesting places, shooting, acting, gaming, and all things tech-related.

Dawn Simpson

CRM Coordinator

Dawn has primary responsibility for our client relationship management system (CRM) and welcoming visitors to our office. Born and raised in Winston-Salem, she graduated from R.J. Reynolds Senior High School and attended Forsyth Technical Community College. After working for Wachovia Bank & Trust Company and Forsyth County, she left the corporate world to raise and home school her two children.

When not generating reports or verifying data for Maestro, she enjoys spending time with her family, walking her dogs, reading, and traveling to the mountains and beach.

Dawn Simpson

Dawn Simpson

CRM Coordinator

Dawn has primary responsibility for our client relationship management system (CRM) and welcoming visitors to our office. Born and raised in Winston-Salem, she graduated from R.J. Reynolds Senior High School and attended Forsyth Technical Community College. After working for Wachovia Bank & Trust Company and Forsyth County, she left the corporate world to raise and home school her two children.

When not generating reports or verifying data for Maestro, she enjoys spending time with her family, walking her dogs, reading, and traveling to the mountains and beach.

Blair Moser

Office Assistant

When you come into our office, you will probably see Blair there to greet you and make sure you have what you need. Her other responsibilities include bookkeeping, compliance, filing and other office related activities. Originally from Zhengzhou, China, she worked as a Regional Manager for Shiseido Corporation before joining one of China’s largest nickel and iron mining companies. She is fluent in Mandarin Chinese.

Blair is married to Matt and they have a beautiful daughter, Naomi. She enjoys spending time with her family, going to estate and yard sales, cooking and traveling.

Blair Moser

Blair Moser

Office Assistant

When you come into our office, you will probably see Blair there to greet you and make sure you have what you need. Her other responsibilities include bookkeeping, compliance, filing and other office related activities. Originally from Zhengzhou, China, she worked as a Regional Manager for Shiseido Corporation before joining one of China’s largest nickel and iron mining companies. She is fluent in Mandarin Chinese.

Blair is married to Matt and they have a beautiful daughter, Naomi. She enjoys spending time with her family, going to estate and yard sales, cooking and traveling.

The information and materials provided here, whether supplied by third party websites, marketing materials, newsletters or any form of publication are provided for general information only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any product or financial instrument. It does not take into account your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here.